Over the latest trailing 12-month period, total return cagr is -2.27%. The comparable SPY value is +16.94%. Year-to-date total return is +0.85%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HIFS
$539,118
(53.9x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+0.8%
1-Year Total Return
+2.7%
Current Dividend Yield
1.13%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (3.4%) | (2.3%) | +1.1% |
| 3 Years | +17.6% | +19.0% | +1.4% |
| 5 Years | (4.2%) | (3.1%) | +1.1% |
| 10 Years | +7.6% | +8.7% | +1.1% |
| 15 Years | +12.8% | +14.4% | +1.6% |
| 20 Years |
| +10.5% |
| +12.5% |
| +2.0% |
